D
David Abrams
Abrams Capital Management, L.P. · Holdings as of Mar 31, 2024, filed by May 16, 2024 · US long stock positions only
The quiet billionaire. No marketing
Reported value
$3B
13 positions shown
Copycat since 2016
1.95x
7% per year
vs SPY
behind
SPY 3.57x same window
Top position
LAD
22% of book
Copying these filings vs SPY $1 at every deadline since 2016
SPY 3.57x
David Abrams 1.95x
Price returns, dividends excluded on both lines. A copycat of public filings traded at each deadline, not the fund's actual performance.
The book tile = share of the filed book · tap a tile for the ticker · Mar 2024
Symbol Value % of book vs prior quarter
LAD $719M
22%
new
ABG $497M
16%
new
GOOGL $312M
10%
new
META $301M
9%
new
ET $281M
9%
new
UHAL.B $236M
7%
new
CPNG $232M
7%
new
SGI $205M
6%
new
WTW $198M
6%
new
CWH $142M
4%
new
unlisted $46M
1%
new
UHAL $19M
1%
new
NUVB $14M
0%
new
Positions built under SEC confidential treatment appear only after the SEC releases them. Cash, foreign listings and shorts never appear in these filings.